Sarvottam Wealthnetwork Private Limited

Dahyabhai Patel, Director
M.Sc., C.I.A., Certified Financial Planner

Creating Wealthy & Happy Families, Ethically

Your trusted partner in ethical wealth creation with 18+ years of experience, ₹65+ Cr AUM, and 500+ happy clients across the globe.

Welcome To Sarvottam Wealth

Welcome to Sarvottam Wealth, the place where happy, wealthy families are created.

There are many highly educated people, of which 87% are financially illiterate. Some of them are financially broke people that exposes weakness of college curriculum. I am here D.G. Patel, a certified financial planner, certified by financial planning standard board USA; a distributor recognised by amfi and irdai; an investment advisor certified by itself and a retirement advisor certified by pride. But what energize me the most to discuss about goal based on financial planning is that I had been very

Our Services & Products

Financial Planning

Goal based investment is a continuous process in which we assist you in defining your goals, estimating the cost of your goals and create a simple flowchart

Retirement Planning

With the growing complexity of retirement, more and more people are getting concerned about retirement and its planning. Once you have passed

Education Planning

Educational planning is the activity which allows the public authorities to orient educational development, set priorities in consultation with other actors,

Insurance Planning

Insurance is a contract of indemnity. The insurer agrees to pay the a certain sum of money either on the happening or the non-happening of a certain event.

Estate planning

Estate planning is the act of preparing for the transfer of a persons wealth and assets after his or her death. Assets, life insurance, pensions,

Tax Planning

Paying taxes is our duty – We cannot completely do away with taxes but we can surely reduce them to a great extent. Each year,

Keeps you healthy going

Secure your life

Equity expert

Equity Management

Equity Management

MF, Equity, IPO, Loan, P2P Lending, Global investing

Avail OD facility on your Mutual Fund Portfolio

Do KYC yourself

GIVE SHAPE TO YOUR INVESTMENTS....

Financial goals are the priorities and targets you set for how you want to spend and save your money. They aren't one size fits all, because everyone has different priorities. However, if you don't set your financial goals, you'll probably be left wondering where all your money went. Importance of Setting Goals.

Meet Our Members

Our Team consists of 1 Certified Financial Planner,1 Financial Advisor, 1 mutual fund distributor and 2 managers.

Our clients love “What-Why-How strategy” as it easily separae wants from needs, finds the goals and focus on how to achieve them. We always strive for honesty to exceed expectations of our clients !”

Suraj Rathva

Senior Relationship Manager Mutual Fund Specialist

Mayur Makwana

Operations Manager Mutual Fund Services

Bansi Bhadania

Back Office & Operations Executive Financial Services
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